13F Insight
DOSSIER · 13F-HR · Q4 2025

NORTH STAR ASSET MANAGEMENT INC

NORTH STAR ASSET's asset manager based in Boston, MA — $2.5B in tracked AUM across 443 positions as of Q4 2025.

NS
NORTH STAR ASSET·Boston, MA·Asset Manager
CIK 0001056559 · last filed Dec 31, 2025
Total AUM
$2.5B
▲ 16.2%
vs prior
Holdings
443
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
43% weight
concentration
AI Analysis · Q4 2025 · Q4 2025

NORTH STAR ASSET MANAGEMENT INC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
AAPL
APPLE
$96M354K3.9%
02
MSFT
MICROSOFT
$76M157K3.1%
03
SCHB
SCHWAB US BROAD MKT ETF
$70M2.7M2.8%
04
GOOG
ALPHABET CL C
$67M215K2.7%
05
VTI
VANGUARD TTL STK MKT ETF
$62M184K2.5%
06
SPYM
SPDR S&P LARGE CAP 500
$59M732K2.4%
07
SSNC
SS&C TECHNOLOGIES
$53M608K2.1%
08
AMZN
AMAZON.COM
$52M225K2.1%
09
V
VISA
$50M143K2.0%
10
SCHW
CHARLES SCHWAB
$49M490K2.0%

Filing history

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